WBC
West Branch Capital’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.4K | Hold |
74
| – | – | 0.02% | 140 |
|
|
2025
Q1 | $40.4K | Buy |
74
+13
| +21% | +$7.1K | 0.01% | 164 |
|
|
2024
Q4 | $34.9K | Hold |
61
| – | – | 0.01% | 178 |
|
|
2024
Q3 | $30.2K | Buy |
+61
| New | +$30.2K | 0.01% | 193 |
|
|
2023
Q3 | – | Sell |
-39
| Closed | -$12.4K | – | 446 |
|
|
2023
Q2 | $12.4K | Hold |
39
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $12.6K | Hold |
39
| – | – | 0.01% | 268 |
|
|
2022
Q4 | $13.2K | Hold |
39
| – | – | 0.01% | 262 |
|
|
2022
Q3 | $11K | Hold |
39
| – | – | 0.01% | 275 |
|
|
2022
Q2 | $11K | Hold |
39
| – | – | 0.01% | 269 |
|
|
2022
Q1 | $13K | Hold |
39
| – | – | 0.01% | 269 |
|
|
2021
Q4 | $15K | Buy |
+39
| New | +$15K | 0.01% | 288 |
|
|
2021
Q3 | – | Sell |
-200
| Closed | -$76K | – | 439 |
|
|
2021
Q2 | $76K | Buy |
+200
| New | +$76K | 0.04% | 163 |
|
|
2019
Q1 | – | Sell |
-2,228
| Closed | -$372K | – | 85 |
|
|
2018
Q4 | $372K | Sell |
2,228
-4,578
| -67% | -$764K | 0.39% | 53 |
|
|
2018
Q3 | $1.53M | Sell |
6,806
-188
| -3% | -$42.2K | 1.13% | 28 |
|
|
2018
Q2 | $1.54M | Sell |
6,994
-616
| -8% | -$136K | 1.22% | 28 |
|
|
2018
Q1 | $1.92M | Buy |
+7,610
| New | +$1.92M | 2.1% | 13 |
|